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ORIX Corporation (IX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS6863301015
CUSIP686330101
SectorFinancial Services
IndustryCredit Services

Highlights

Market Cap$25.69B
EPS$7.98
PE Ratio13.95
Revenue (TTM)$2.71T
Gross Profit (TTM)$1.02T
EBITDA (TTM)$923.23B
Year Range$79.81 - $113.02
Target Price$111.82
Short %0.03%
Short Ratio4.81

Share Price Chart


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Compare to other instruments

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ORIX Corporation

Popular comparisons: IX vs. MNST, IX vs. SPY, IX vs. SONY, IX vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in ORIX Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


300.00%350.00%400.00%450.00%500.00%OctoberNovemberDecember2024FebruaryMarch
518.97%
402.02%
IX (ORIX Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

ORIX Corporation had a return of 18.06% year-to-date (YTD) and 36.69% in the last 12 months. Over the past 10 years, ORIX Corporation had an annualized return of 8.34%, while the S&P 500 had an annualized return of 10.96%, indicating that ORIX Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date18.06%10.04%
1 month5.48%3.53%
6 months15.42%22.79%
1 year36.69%32.16%
5 years (annualized)12.35%13.15%
10 years (annualized)8.34%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.30%10.12%
2023-3.61%2.62%-2.43%-0.17%2.13%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for ORIX Corporation (IX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
IX
ORIX Corporation
1.96
^GSPC
S&P 500
2.76

Sharpe Ratio

The current ORIX Corporation Sharpe ratio is 1.96. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.96
2.76
IX (ORIX Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

ORIX Corporation granted a 2.73% dividend yield in the last twelve months. The annual payout for that period amounted to $3.01 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.01$3.01$1.56$1.96$3.59$3.73$3.10$2.53$2.09$2.33$1.12$0.65

Dividend yield

2.73%3.22%1.94%1.93%4.64%4.47%4.33%2.98%2.69%3.32%1.79%0.73%

Monthly Dividends

The table displays the monthly dividend distributions for ORIX Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$1.53$0.00$0.00$0.00$0.00$0.00$1.48$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.56$0.00$0.00$0.00
2021$0.00$0.00$1.96$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$1.92$0.00$0.00$0.00$0.00$0.00$1.68$0.00$0.00$0.00
2019$0.00$0.00$2.12$0.00$0.00$0.00$0.00$0.00$1.61$0.00$0.00$0.00
2018$0.00$0.00$1.78$0.00$0.00$0.00$0.00$0.00$1.33$0.00$0.00$0.00
2017$0.00$0.00$1.33$0.00$0.00$0.00$0.00$0.00$1.19$0.00$0.00$0.00
2016$0.00$0.00$1.08$0.00$0.00$0.00$0.00$0.00$1.01$0.00$0.00$0.00
2015$0.00$0.00$1.45$0.00$0.00$0.00$0.00$0.00$0.89$0.00$0.00$0.00
2014$0.00$0.00$1.12$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2013$0.65$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.7%
ORIX Corporation has a dividend yield of 2.73%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%36.1%
ORIX Corporation has a payout ratio of 36.12%, which is quite average when compared to the overall market. This suggests that ORIX Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-2.10%
0
IX (ORIX Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the ORIX Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the ORIX Corporation was 93.80%, occurring on Feb 25, 2009. Recovery took 3249 trading sessions.

The current ORIX Corporation drawdown is 2.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.8%Apr 5, 2006728Feb 25, 20093249Jan 14, 20223977
-79.8%Dec 30, 1999819Apr 11, 2003647Nov 4, 20051466
-37.67%Jan 18, 2022204Nov 7, 2022332Mar 6, 2024536
-22.08%Jan 7, 199920Mar 4, 199927Apr 20, 199947
-15.58%Jan 10, 20066Jan 18, 200637Mar 13, 200643

Volatility

Volatility Chart

The current ORIX Corporation volatility is 6.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%OctoberNovemberDecember2024FebruaryMarch
6.98%
2.82%
IX (ORIX Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of ORIX Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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EBIT

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Other Non-Operating Income (Expenses)

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Other Items

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Values in undefined except per share items